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LVW Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

LVW Advisors’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$344K Sell
2,770
-418
-13% -$50.4K 0.03% 318
2026
Q1 		$340K Hold
3,188
– – 0.03% 296
2025
Q4 		$377K Hold
3,188
– – 0.04% 239
2025
Q3 		$373K Hold
3,188
– – 0.04% 240
2025
Q2 		$338K Buy
3,188
+4
+0.1% +$382 0.04% 247
2025
Q1 		$288K Hold
3,184
– – 0.03% 242
2024
Q4 		$320K Buy
3,184
+828
+35% +$81.4K 0.04% 240
2024
Q3 		$221K Sell
2,356
-12
-0.5% -$1.09K 0.03% 287
2024
Q2 		$216K Buy
+2,368
New +$202K 0.03% 275
2022
Q3 		– Sell
-4,164
Closed -$228K – 228
2022
Q2 		$228K Hold
4,164
– – 0.05% 211
2022
Q1 		$289K Hold
4,164
– – 0.05% 200
2021
Q4 		$318K Sell
4,164
-3,208
-44% -$238K 0.05% 190
2021
Q3 		$505K Buy
7,372
+972
+15% +$68.8K 0.09% 156
2021
Q2 		$434K Sell
6,400
-2,596
-29% -$167K 0.08% 160
2021
Q1 		$547K Hold
8,996
– – 0.11% 138
2020
Q4 		$542K Sell
8,996
-956
-10% -$54.4K 0.11% 112
2020
Q3 		$540K Hold
9,952
– – 0.12% 99
2020
Q2 		$478K Hold
9,952
– – 0.12% 99
2020
Q1 		$375K Buy
9,952
+2,560
+35% +$110K 0.1% 101
2019
Q4 		$325K Hold
7,392
– – 0.07% 138
2019
Q3 		$295K Sell
7,392
-36
-0.5% -$1.44K 0.07% 134
2019
Q2 		$292K Sell
7,428
-28
-0.4% -$1.08K 0.08% 124
2019
Q1 		$282K Buy
+7,456
New +$268K 0.08% 151

Other funds holding IWF

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

LVW Advisors's IWF Position: Q2 2026 in Review

LVW Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 13% in Q2 2026, selling an estimated $50.4K and leaving 2,770 shares worth $344K. The position accounts for 0.03% of the portfolio, ranked #318.

LVW Advisors first reported a position in IWF in Q1 2019 and has held it in 23 quarters since. The position peaked at $547K in Q1 2021. 1,291 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • LVW Advisors held 2,770 shares of iShares Russell 1000 Growth ETF worth $344K as of Q2 2026.
  • LVW Advisors sold 418 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $50.4K.
  • iShares Russell 1000 Growth ETF made up 0.03% of LVW Advisors's portfolio in Q2 2026, its #318 holding.
  • LVW Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2019 and has held it in 23 quarters since.
  • LVW Advisors's iShares Russell 1000 Growth ETF position peaked at $547K in Q1 2021.
  • 1,291 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.